Navigate to Billing > Cash Balances for cash management or Billing > Commissions for commission structures.
Cash Management
Navigate to Billing > Cash Balances to track and reconcile physical cash at each location.Cash Balances are location-specific. Select your current location from the location picker before accessing this page.
Set Up Initial Balance
If no cash balance has been recorded for a location, the page displays an Initial Cash Setup prompt. Enter the starting amount in the drawer to establish the baseline.Cash Balance Timeline
After setup, the page shows a chronological timeline of all cash-related events:- Balance Closures: Register close records showing the counted total, expected total, and any discrepancy.
- Cash Payments: Payments received in cash.
- Cash Refunds: Refunds issued in cash.
- Adjustments: Manual pay-in and pay-out transactions.
- External Settlements: Charges settled outside the payment system.
Pay In / Pay Out
Click Pay In or Pay Out to record manual cash adjustments:- Pay In: Add cash to the drawer (e.g., restocking change, petty cash deposit).
- Pay Out: Remove cash from the drawer (e.g., vendor payment, petty cash withdrawal).
Close the Register
Navigate to Close Register
From the Cash Balances page, click Close Cash Balance. If you have multiple locations, select the location first.
Review Expected Balance
The left panel shows the expected cash total based on:
- Last closing balance
- Cash payments received since close
- Cash refunds issued since close
- Adjustments (pay-ins and pay-outs) since close
- Last close date
Count Cash
Use the denomination counter on the right to enter the quantity of each bill (50, 10, 1) and coin (25c, 10c, 5c, 1c). The system calculates running totals for bills, coins, and the grand total automatically.
Review Reconciliation
The Reconciliation Summary at the bottom shows:
- Your counted total
- The expected total
- The discrepancy (over or short)
Manage Discrepancies
When a closing balance does not match the expected amount, the timeline entry is flagged. You can Acknowledge a discrepancy to mark it as reviewed without changing the recorded amounts. You can also void a cash balance closure or adjustment if it was recorded in error, and update the date on a closure or adjustment to correct a timestamp mistake.Commissions
Navigate to Billing > Commissions to set up and manage provider commission structures and generate payout reports.Commission Structures
A commission structure defines the rules for calculating provider payouts. Each structure includes:- Name and Description: Identifying information.
- Commission Rules: One or more rules that define how commissions are calculated (e.g., percentage of revenue, per-service flat fee). Rules can be scoped to specific services, items, or packages.
- Assigned Providers: The staff members whose earnings are calculated using this structure.
Manage Structures
- Create: Click New Structure and configure rules and provider assignments on the edit page.
- Edit: Modify rules, name, description, or assignments.
- Duplicate: Create a copy of an existing structure.
- Add/Remove Providers: Assign or unassign staff members.
- Delete: Permanently remove a structure.
Generate Commission Reports
Review Results
The generated report opens in a details view showing each provider’s payouts, totals, and line items.